Who owns AVES
Which tracked institutional funds hold AVES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVES company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVES is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVES’s largest tracked holder by dollar value, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 165 tracked filers holding AVES, 109 increased or opened the position and 49 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVES between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$155M
- First Command Advisory Services, Inc.$107M
- Summit Portfolio Management, LTD.$7M
- GOLDMAN SACHS GROUP INC$2M
- HRT FINANCIAL LP$2M
- Mariner, LLC$1M
Full exits 5
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- 1620 INVESTMENT ADVISORS, INC.$3M
- CoreFirst Bank & Trust$2M
- Wealthcare Advisory Partners LLC$676K
- DBK Financial Counsel, LLC$573K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$116M
- AMERICAN CENTURY COMPANIES INC$27M
- CITADEL ADVISORS LLC$9M
- BANK OF AMERICA CORP /DE/$6M
- OLD MISSION CAPITAL LLC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
Largest trims
- B&D White Capital Company, LLC$4M
- Austin Wealth Management, LLC$3M
- Farther Finance Advisors, LLC$888K
- Apeiron RIA LLC$649K
- MML INVESTORS SERVICES, LLC$350K
- Golden Bell Financial Planning LLC$341K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 2,585,886 | $155M | 13.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,168,435 | $130M | 11.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,163,558 | $130M | 11.7% | 2026-Q1 |
| First Command Advisory Services, Inc. new | 1,777,392 | $107M | 9.6% | 2026-Q1 |
| Focus Partners Wealth added | 737,513 | $44M | 4.0% | 2026-Q1 |
| Empowered Funds, LLC added | 713,801 | $43M | 3.8% | 2026-Q1 |
| Symmetry Partners, LLC added | 389,659 | $23M | 2.1% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 348,389 | $21M | 1.9% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 303,699 | $18M | 1.6% | 2026-Q1 |
| Meredith Wealth Planning added | 285,808 | $17M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 245,163 | $15M | 1.3% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 239,921 | $14M | 1.3% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 230,797 | $14M | 1.2% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 220,843 | $13M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 211,607 | $13M | 1.1% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 196,445 | $12M | 1.1% | 2026-Q1 |
| BSW Wealth Partners trimmed | 192,525 | $12M | 1.0% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 184,571 | $11M | 1.0% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 164,057 | $10M | 0.9% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 157,760 | $9M | 0.9% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 152,170 | $9M | 0.8% | 2026-Q1 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 148,465 | $9M | 0.8% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 147,702 | $9M | 0.8% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 143,616 | $9M | 0.8% | 2026-Q1 |
| Golden Bell Financial Planning LLC trimmed | 134,484 | $8M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 123,381 | $7M | 0.7% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 118,009 | $7M | 0.6% | 2026-Q1 |
| Summit Portfolio Management, LTD. new | 109,000 | $7M | 0.6% | 2026-Q1 |
| Cascade Financial Partners, LLC added | 108,720 | $7M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 105,096 | $6M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 104,576 | $6M | 0.6% | 2026-Q1 |
| ATLas Financial Planning LLC added | 100,141 | $6M | 0.5% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 95,226 | $6M | 0.5% | 2026-Q1 |
| Oceanside Advisors LLC added | 93,490 | $6M | 0.5% | 2026-Q1 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC added | 91,017 | $5M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 87,781 | $5M | 0.5% | 2026-Q1 |
| BAYSHORE ASSET MANAGEMENT, LLC trimmed | 86,044 | $5M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 80,172 | $5M | 0.4% | 2026-Q1 |
| Greenspring Advisors, LLC added | 78,157 | $5M | 0.4% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 71,633 | $4M | 0.4% | 2026-Q1 |
| Northland Capital Management LLC added | 71,412 | $4M | 0.4% | 2026-Q1 |
| MB Generational Wealth, LLC added | 71,397 | $4M | 0.4% | 2026-Q1 |
| Tortoise Investment Management, LLC trimmed | 67,743 | $4M | 0.4% | 2026-Q1 |
| EJMK Ventures LLC added | 66,619 | $4M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 65,610 | $4M | 0.4% | 2026-Q1 |
| PFC CAPITAL GROUP, INC. added | 64,763 | $4M | 0.3% | 2026-Q1 |
| CSS LLC/IL | 62,973 | $4M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 62,813 | $4M | 0.3% | 2026-Q1 |
| Trailhead Planners LLC added | 55,224 | $3M | 0.3% | 2026-Q1 |
| ENTREWEALTH, LLC added | 55,160 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 54,801 | $3M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 54,355 | $3M | 0.3% | 2026-Q1 |
| Parkshore Wealth Management, Inc. trimmed | 51,222 | $3M | 0.3% | 2026-Q1 |
| Wedmont Private Capital trimmed | 46,094 | $3M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 46,918 | $3M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 46,411 | $3M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 44,154 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 41,442 | $2M | 0.2% | 2026-Q1 |
| Gibson Capital, LLC trimmed | 36,620 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 32,426 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 32,191 | $2M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 30,684 | $2M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. added | 30,395 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 29,076 | $2M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 28,306 | $2M | 0.2% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 25,103 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 24,012 | $1M | 0.1% | 2026-Q1 |
| Cypress Point Wealth Management, LLC trimmed | 23,650 | $1M | 0.1% | 2026-Q1 |
| ENZI WEALTH trimmed | 22,476 | $1M | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 21,279 | $1M | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 20,760 | $1M | 0.1% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 20,448 | $1M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 20,350 | $1M | 0.1% | 2026-Q1 |
| NCM Capital Management, LLC added | 19,081 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC new | 18,788 | $1M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 17,948 | $1M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 17,378 | $1M | 0.1% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 17,165 | $1M | 0.1% | 2026-Q1 |
| WorthPointe, LLC added | 16,619 | $997K | 0.1% | 2026-Q1 |
| LAM GROUP, INC. added | 16,360 | $981K | 0.1% | 2026-Q1 |
| Sensible Money, LLC added | 16,339 | $980K | 0.1% | 2026-Q1 |
| True Wealth Design, LLC added | 16,250 | $975K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 15,079 | $904K | 0.1% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 14,596 | $875K | 0.1% | 2026-Q1 |
| Breakwater Capital Group added | 14,311 | $858K | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 13,047 | $827K | 0.1% | 2026-Q1 |
| Brand Asset Management Group, Inc. added | 12,438 | $746K | 0.1% | 2026-Q1 |
| Versant Capital Management, Inc added | 12,334 | $740K | 0.1% | 2026-Q1 |
| Cloud Capital Management, LLC added | 12,116 | $726K | 0.1% | 2026-Q1 |
| CCM INVESTMENT GROUP, LLC added | 796,318 | $38M | 3.4% | 2025-Q1 stale |
| MENORA MIVTACHIM HOLDINGS LTD. added | 126,408 | $7M | 0.6% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 112,797 | $6M | 0.6% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. added | 100,210 | $6M | 0.5% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 51,550 | $3M | 0.3% | 2025-Q4 stale |
| 1620 INVESTMENT ADVISORS, INC. added | 50,525 | $3M | 0.3% | 2025-Q4 stale |
| Callan Capital, LLC added | 56,044 | $3M | 0.2% | 2025-Q1 stale |
| CoreFirst Bank & Trust trimmed | 32,880 | $2M | 0.2% | 2025-Q4 stale |
| Private Advisor Group, LLC trimmed | 31,098 | $2M | 0.2% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 16,341 | $875K | 0.1% | 2025-Q2 stale |
| Jackson Creek Investment Advisors LLC trimmed | 14,247 | $763K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.